Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Adams is a financial advisor with over 12 years of experience in the industry. Jennifer is currently registered with USAA Investment Services Co. and holds Series 7, 24, 51, 52TO, 63, and 65 licenses. Jennifer is also a registered principal with USAA Investment Services Co. in Arizona. Jennifer has a strong track record of providing financial advice to individuals and families. Jennifer specializes in providing financial planning, investment management, and retirement planning services. Jennifer's previous employment history includes USAA Financial Advisors, Inc., Chase Investment Services Corp., and M&I Financial Advisors, Inc. Jennifer is committed to providing her clients with personalized and comprehensive financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Referrals
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Referral fees pursuant to a referral agreement
1
2
AZ
05/20/2020 - Present
Usaa Investment Services Co. (Phoenix AZ)
AZ
12/14/2010 - 06/24/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
08/06/2010 - 11/05/2010
CHASE INVESTMENT SERVICES CORP. (GLENDALE AZ)
AZ
03/24/2008 - 08/10/2010
M&I FINANCIAL ADVISORS, INC (SCOTTSDALE AZ)
IA
Issued 09/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/25/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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